Group 1 - The article highlights the successful implementation of Jiangsu's first 8-hour commercial long-duration energy storage project by Weiheng Intelligent Technology Co., Ltd., which serves as a model for the development of commercial energy storage under the electricity market reform [3][7] - The project, located at Suzhou Jingzheng New Materials Technology Co., Ltd., features a 5MW/40MWh energy storage system designed to alleviate high electricity costs during peak production hours, specifically from 14:00 to 22:00 [3][5] - The system utilizes Weiheng Intelligent's proprietary WHES OS smart energy management platform for intelligent scheduling, optimizing charging and discharging strategies based on solar output, load characteristics, and electricity price signals [5][9] Group 2 - The strategic value of the project lies in its alignment with Jiangsu's latest electricity market reform direction, which shifts from fixed time-based pricing to market-driven pricing, allowing independent storage to participate in trading as both a generator and a consumer [7][8] - The transition to a market-based pricing mechanism poses challenges for traditional energy storage models, necessitating a shift towards long-duration storage systems (4 hours and above) that can adapt to structural changes in time-of-use pricing [8][9] - The 5MW/40MWh project has successfully integrated into the medium- and long-term trading system, demonstrating the viability of long-duration storage as a solution to the challenges posed by narrowing price differentials [8][9] Group 3 - The article discusses the advantages of 4-hour and longer energy storage systems, which can effectively address the structural adjustments in time-of-use pricing policies, providing flexibility to cover extended peak pricing periods and enhancing supply stability [8][9] - Various companies are launching 4-hour and longer energy storage solutions tailored for commercial applications, indicating a growing market trend towards these systems [10] - A table is provided detailing several 4-hour commercial energy storage systems from different companies, showcasing their capacities and features, which highlight the competitive landscape in the energy storage sector [11]

Core Viewpoint - The performance forecasts of energy storage listed companies show a stark contrast, with battery manufacturers benefiting from increased demand and cost optimization, while PCS manufacturers face significant performance differentiation due to technical routes and market strategies, and system integrators are under pressure from intense price competition and squeezed project margins [2] Battery Segment - Rui Pu Lan Jun expects a net profit of 630 million to 730 million RMB for 2025, marking a turnaround from a loss of approximately 135.3 million RMB in 2024, driven by increased sales and improved capacity utilization [6] - Guoxuan High-Tech anticipates a net profit of 2.5 billion to 3 billion RMB for 2025, a year-on-year increase of 107.16% to 148.59%, attributed to the rapid growth in demand for new energy vehicles and energy storage [8] - Pylon Technologies forecasts a net profit of 62 million to 86 million RMB for 2025, a 50.82% to 109.21% increase compared to the previous year, benefiting from the growth in domestic and international energy storage markets [9] - Boliwei expects a net profit of 59 million RMB for 2025, achieving a turnaround from losses due to increased sales in electric motorcycles and energy storage [10] - Nandu Power anticipates a net loss of 890 million to 1.25 billion RMB for 2025, although this represents a reduction from a loss of approximately 1.497 billion RMB in the previous year [11] - Funeng Technology forecasts a net loss of 580 million to 830 million RMB for 2025, an increase from a loss of 332 million RMB in 2024 [12] - Goodwe expects a net profit of 125 million to 162 million RMB for 2025, marking a turnaround from losses due to increased sales and improved operational efficiency [18] - Yisite anticipates a net profit of 24 million to 35 million RMB for 2025, a significant decline of 81.5% to 87.32% compared to the previous year [20] - Huazi Technology expects a net loss of 210 million to 270 million RMB for 2025, a reduction from a loss of 393 million RMB in 2024 [21] PCS Manufacturers - Shanghai Electric forecasts a net profit of 1.1 billion to 1.32 billion RMB for 2025, an increase of approximately 47% to 76% compared to the previous year, driven by steady growth in core business [17] - Goodwe anticipates a net profit of 125 million to 162 million RMB for 2025, achieving a turnaround due to increased sales and improved product structure [18] - Yisite expects a net profit of 24 million to 35 million RMB for 2025, a significant decline due to intensified industry competition [20] System Integrators - Aters expects a net profit of 900 million to 1.1 billion RMB for 2025, a decline of 51% to 60% compared to the previous year, impacted by an imbalance in supply and demand in the photovoltaic industry [28] - Tuobang Co. forecasts a net profit of 336 million to 403 million RMB for 2025, a decrease of 40% to 49.99% due to asset impairment and strategic business investments [29] - Linyang Energy anticipates a net profit of 225 million to 335 million RMB for 2025, a decline of 55.50% to 70.11% due to industry cycle fluctuations [31] - Huabao New Energy expects a net profit of 15.5 million to 23 million RMB for 2025, a decline of 90.4% to 93.53% due to external macroeconomic fluctuations [32]

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy： 15989092696 （微信同号） 据新华社报道，1月29日上午，国家主席习近平在北京人民大会堂会见来华进行正式访问的英国首相斯塔默。习近平主席在会见时表示，互信是国与国关系 行稳致远的基础。 双方要拓展教育、医疗、金融、服务业互利合作，开展人工智能、生物科学、新能源和低碳技术等领域联合研究和产业转化。 2026中英企业家委员会会议 图源：央视新闻联播 同日下午，国务院总理李强同英国首相斯塔默共同出席中英企业家委员会会议闭幕式并分别致辞。中英两国110余位企业和机构代表参会，海辰储能吴祖钰 受邀出席。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 斯塔默首相表示，此次率团访华旨在深入了解中国、拓展合作机遇。英方愿与中方发展全面战略伙伴关系，深化贸易、投资、科技等各领域合作，并鼓励两 国企业积极对接，惠及双方人民。 中英商务论坛 图源：中国贸促会 1月30日上午，中国贸促会与英国政府在北京联合举办中英商务论坛。邀请了中英政府代表和商协会、企业负责人进行深入政企交流对话，推动落实两国领 导人达成的重要共识，巩固工商机制化合作，探讨相关领域的具体合作意向。 海 ...

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy ： 15989092696 （微信同号） 近期，储能企业海外与国内市场同步发力，多项订单相继落地。智光电气在非洲刚果（金）矿区签约光储柴微网项目，东方电气则在国内中标大型独立储能项目。 行家说储能还发现，1月以来，这两家企业已连续获得多个订单。 ▋ 智光电气：签署3个光储柴微网项目订单 1月30日，据 智光电气官微消息 ，其与刚果(金)Vinmart集团签署了3个光储柴微网项目合作订单，首批签约的3个项目分别位于刚果金三大矿区，均采用智 光电气定制化集装箱式储能解决方案。 据介绍，智光电气集装箱式储能系统采用一体化设计，高效集成PCS、BMS、EMS等智能管控平台核心部件，实现全系统预安装，现场快速部署及数据精准 调度监测，适配非洲矿区物流与施工条件；具备多重安全防护设计和较强环境适应性，从容应对矿区高温、粉尘等复杂工况；支持多机并联与灵活扩容。 1月29日 ，东方电气官宣新消息，其子公司东方自控 成功中标山东信发聊城200兆瓦/400兆瓦时独立储能项目，将为该项目提供全套电化学储能设备产品， 助力新型电力系统构建与能源绿色转型。 据介绍，该项目是新型电 ...

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy： 15989092696 （微信同号） 今日（1月30日），就" 2025年全国能源形势、迎峰度冬能源保供、新型储能发展、全国电力市场交易等情况 "国家能源局召开新闻发布会。 ▋ 351GWh！2025年累计 已投运装机规模 能源节约和科技装备司副司长边广琦指出，新型储能装机较2024年底增长84%。截至2025年底，全国已建成投运新型储能装机规模达到1.36亿千瓦/3.51 亿千瓦时，与"十三五"末相比增长超40倍，实现跨越式发展。平均储能时长2.58小时，相较于2024年底增加0.30小时。 据国家能源局此前披露的数据，截至2024年底，全国已建成投运新型储能项目累计装机规模达7376万千瓦/1.68亿千瓦时（73.76GW/168GWh）（ 点这里 ），以此推 算，2025年新增新型储能项目装机规模为 62.24GW/183GWh 。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 分地域来看，华北地区装机占比最大。华北地区已投运新型储能装机规模占全国32.5%，西北地区占28.2%，华东地区占14.4%，南方地区占13.1%，华中 地区占11.1%，东 ...

2026年，大电芯、大容量的储能系统落地提速。 据海博思创消息，日前，采用其587Ah超大容量电芯、结合单舱7MWh+的模块化系统设计的400MW/2400MWh储能项目正式并网投运。 ▋ 海博思创7MWh储能系统落地7.2GWh 据了解，该项目位于内蒙古包头卜尔汉图，容量为2400MWh，批量采用了587Ah超大容量电芯、结合单舱7MWh+的模块化系统设计，成为国内7MWh级储 能系统产品大规模应用的标杆工程之一，也是海博思创首个7MWh大容量储能电站工程。 温馨提示： 投稿/合作/找圈，请联系 行家说Cindy： 15989092696 （微信同号） 项目采用6小时长时储能设计， 搭载本地AI全景感知系统，确保极端工况乃至断网场景下持续稳定运行；预测性维护技术可提前预警潜在故障，运维效率提 升50%。通过创新热管理技术将电芯温差控制在2.5℃以内，辅助功耗降低20%，可灵活适配电网不同时段的调峰、调频需求。 ☆ 激活 星标 ， 第一时间掌握前沿趋势 项目正式投运后，核心指标表现为220kV/并网点效率＞90%，在线率＞99.5%，并且项目依托组串式架构+智能热管理温控设计，使得电站设备一致性和可 靠性显著 ...

Core Viewpoint - The energy storage industry is experiencing significant differentiation among listed companies, with most companies forecasting profitability for 2025, while only one company, 东方日升, is expected to incur losses due to price pressures in the photovoltaic supply chain [2] Group 1: Tesla - Tesla's energy business achieved a gross profit of $12.8 billion in 2025, representing a year-on-year increase of 26.6%, driven by strong demand for its Megapack and Powerwall products [3] - The company anticipates further growth in energy deployment with the introduction of new products, although management warns of potential short-term profit margin pressures due to increased competition and policy uncertainties [3] Group 2: 南网储能 - 南网储能 expects a net profit of between 1.667 billion and 1.727 billion yuan for 2025, marking an increase of approximately 5.41 billion to 6.01 billion yuan compared to the previous year, with a year-on-year growth rate of 47.98% to 53.31% [4] - The company is also expanding its project portfolio, including a 720MW/1440MWh battery storage project set to be operational by mid-2026 [6] Group 3: 智光电气 - 智光电气 forecasts a turnaround with a net profit of 110 million to 160 million yuan for 2025, a significant increase of 133.69% to 149.01% compared to a loss of 326 million yuan in the previous year [7] - The growth is attributed to rapid development in the energy storage sector and improved performance of independent energy storage stations [7][9] Group 4: 远东股份 - 远东股份 anticipates a net profit of 45 million to 65 million yuan for 2025, indicating a turnaround from previous losses, driven by improvements in its smart battery business [10] - The company plans to expand its core technology products and services related to energy and AI [10] Group 5: 东方日升 - 东方日升 expects a loss of between 2.3 billion and 2.9 billion yuan for 2025, primarily due to challenges in the industry cycle [11] - The company aims to enhance its value proposition through integrated solutions in the photovoltaic and energy storage sectors [11] Group 6: 新特电气 - 新特电气 projects a net profit of 40 million to 50 million yuan for 2025, recovering from a loss of 48.51 million yuan in the previous year, driven by growth in its energy storage business [12] - The company is leveraging its expertise in special transformers to expand into energy storage system integration [12] Group 7: 赣锋锂业 - 赣锋锂业 forecasts a net profit of 1.1 billion to 1.65 billion yuan for 2025, recovering from a loss of 2.074 billion yuan, largely due to gains from stock price increases and strategic investments [13] - However, the company still anticipates losses when excluding non-recurring items, indicating ongoing challenges in its core lithium product business [13] Group 8: 多氟多 - 多氟多 expects a net profit of 200 million to 280 million yuan for 2025, recovering from a loss of 308 million yuan, driven by increased demand in the energy storage and electric vehicle markets [14] - The company is actively promoting its battery products for energy storage applications and has achieved significant production capacity [14]

Core Viewpoint - The article highlights the recent product launch by Boshi Energy, introducing the Taishan series fully immersed liquid cooling energy storage system, marking a shift towards high-end energy storage solutions with a price of 1.2 yuan/Wh, compared to last year's 0.499 yuan/Wh product [3][4]. Product Launch and Features - Boshi Energy's Taishan series features a 125KW/261KWh capacity, suitable for energy storage stations, AIDC, data centers, and high-precision industrial applications. The system boasts a 70% improvement in heat dissipation efficiency and a 20% enhancement in low-temperature performance, with a temperature difference maintained within ±2℃ and a 10% increase in design lifespan [4]. - The company also introduced a liquid-cooled light-storage diesel solution aimed at overseas markets, which integrates with various power sources like photovoltaics and diesel generators, addressing compatibility issues [4]. Production Capacity and Investment - Boshi Energy inaugurated its Jiaxing manufacturing base, which aims for an annual production capacity of 12GWh with a total investment of approximately 1 billion yuan. The project is expected to generate over 10 billion yuan in annual output once fully operational [5]. Market Trends and Competitors - Other companies like Wanxiang Yier San, Saiwei Digital Energy, and Maitian Digital Energy have also launched new energy storage products, indicating a trend towards specialized product designs for various applications, from household to commercial and large-scale storage [6][9]. - The article notes that both Wanxiang Yier San and Boshi Energy are adopting fully immersed technology, suggesting a potential trend for 2026 in high-end energy storage applications [10]. Product Differentiation and Market Strategy - Companies are focusing on precise product development tailored to specific scenarios, such as high-energy data centers and harsh outdoor environments, indicating a deeper market understanding and stronger technical customization capabilities [9][10]. - Saiwei Digital Energy's "Storage Overlord X3" and Maitian Energy's modular design highlight strategies for cost reduction and efficiency enhancement, with significant savings and performance improvements for users [11]. Conclusion - The recent wave of product launches signifies a shift in the energy storage industry towards competitive differentiation, emphasizing quality, cost-effectiveness, and safety, as the market undergoes rapid changes [12].

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy ： 15989092696 （微信同号） 1月27日，德业股份正式向港交所递交上市申请，并公开了港股的第一份招股书。 ▋ 储能业务为募资主要用途 根据招股书披露，本次募集资金的具体总额虽未明确公开，但规划用途已清晰指向四个核心领域，主要用于提升未来五年的研发能力、扩建生产基地与仓库 以扩充产能、加强全球化营销与服务网络布局，同时补充营运资金以保持运营灵活性。 其中，研发投入将重点聚焦储能产业，具体方向包括住宅储能系统的升级迭代、商用工业及大型储能系统的开发、固态变压器的研发与商业化，以及智能云 平台等创新项目的推进。而产能拓展中则重点提及了马来西亚生产基地规划年产能约3GW逆变器及20万套储能电池包。 据其介绍，产能扩展项目预期将提升服务效率、增强交付弹性、进一步优化成本结构、拉近与核心国际客户的距离、缩短产品交付周期，并使我们能灵活应 对各国贸易政策，强化服务全球客户的能力。 ▋ 聚焦光储，业务覆盖户储到工商储 据了解，德业股份是一家光储产品提供商，聚焦于储能逆变器、光伏逆变器、储能电池包产品，构建覆盖户用、工商业场景的产品矩阵。储能逆变器 是德业 股 ...

温馨提示： 投稿/合作/找圈，请联系 行家说Cindy： 15989092696 （微信同号） 2026年电力市场改革加速推进下，新型储能产业如何构建价值链？ 此前，在1月8日的行家说储能开年盛会·2026年电力市场与数智化储能企业创新实践峰会中（ 点这里 ），上午场特设置的圆桌对话， 弘正储能、鹏辉能源、卧龙储 能、星纪云能、量道储能、天能储能、海信网络能源、皇鼎储能、国能日新、亿兰科等企业 代表围绕这一核心议题，进行了前瞻探讨。 现将研讨环节中各位嘉宾所分享的关键且具前瞻性的观点梳理如下，以供业内参考： 当前电力市场化改革进入深水区，工商业、光伏、充电桩与储能这几个细分板块都面临一定的挑战，这也倒逼着这几个行业绑在一起进入深度融合，工商业储能不 再仅仅只有峰谷套利，未来可能还会有虚拟电厂的收益。同时，储能逐渐回归其本质——成为新型电力系统中灵活性的调节资源。工商业储能的角色发生了一定的 变化：支撑光伏更高效地消纳、帮助充电设施等负荷提升运行价值、助力虚拟电厂获得更高的价值。 随着光伏、储能板块的加速融合，尽管短期内可能面临调整，但长远来看，行业将进入新的发展阶段。据行业预测，到2030年光伏与风电的度电成 ...